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Hello!
I have made a similar question to the below, please see on my profile: "Data slicing - multiple years"
The difference is now I only have one table, sample data as follows
"Book to Tax" table:
| ID | Period end year | Entity Name | Entity ID | Category | Type | Gross Amount | Explanation |
| 1 | 2022 | Entity A | Alpha | PBT | Permanent | 234234 | Example text 1 |
| 1 | 2022 | Entity A | Alpha | Accountancy | Temporary | 6786 | Example text 2 |
| 1 | 2022 | Entity A | Alpha | Admin | Permanent | 235490 | Example text 3 |
| 1 | 2022 | Entity A | Alpha | Capital allowances | Temporary | 400 | Example text 4 |
| 2 | 2021 | Entity A | Alpha | PBT | Permanent | 500 | Example text 5 |
| 2 | 2021 | Entity A | Alpha | PBT | Temporary | 124 | Example text 55 |
| 2 | 2021 | Entity A | Alpha | Accountancy | Temporary | 34534 | Example text 6 |
| 2 | 2021 | Entity A | Alpha | Admin | Permanent | 345 | Example text 7 |
| 3 | 2020 | Entity A | Alpha | Accountancy | Temporary | 345435 | Example text 8 |
| 3 | 2020 | Entity A | Alpha | Admin | Permanent | 678 | Example text 9 |
| 3 | 2020 | Entity A | Alpha | Capital allowances | Temporary | 234 | Example text 10 |
| 3 | 2020 | Entity A | Alpha | PBT | Permanent | 9032 | Example text 11 |
| 4 | 2022 | Entity B | Beta | PBT | Permanent | 538738.2 | Example text 1 |
| 4 | 2022 | Entity B | Beta | Accountancy | Temporary | 15607.8 | Example text 2 |
| 4 | 2022 | Entity B | Beta | Admin | Permanent | 541627 | Example text 3 |
| 4 | 2022 | Entity B | Beta | Capital allowances | Temporary | 920 | Example text 4 |
| 5 | 2021 | Entity B | Beta | PBT | Permanent | 1150 | Example text 5 |
| 5 | 2021 | Entity B | Beta | PBT | Temporary | 285.2 | Example text 55 |
| 5 | 2021 | Entity B | Beta | Accountancy | Temporary | 79428.2 | Example text 6 |
| 5 | 2021 | Entity B | Beta | Admin | Permanent | 793.5 | Example text 7 |
| 6 | 2020 | Entity B | Beta | Accountancy | Temporary | 794500.5 | Example text 8 |
| 6 | 2020 | Entity B | Beta | Admin | Permanent | 1559.4 | Example text 9 |
| 6 | 2020 | Entity B | Beta | Capital allowances | Temporary | 538.2 | Example text 10 |
| 6 | 2020 | Entity B | Beta | PBT | Permanent | 20773.6 | Example text 11 |
Note I had to add the Entity Name, Entity ID, Period End Year columns via LOOKUPVALUE at the DAX level from another table using ID column.
I would like to create a table visual with these columns:
| Category | Type | Gross amount (selected year) | Gross amount (prior year to selected year) | Difference between selected and prior year | % change |
The visual should show the sum of gross amount by category and type. However the user should be able to select which Period End Year data is shown in the third and fourth columns in dynamic way.
For example they could select the Period End Year slicer to be "2022" so the "Gross amount (selected year)" would only show the data for 2022 in the third column, and in fourth column ("Gross amount (prior year to selected year)") only show 2021 data.
This could vary so the user may select 2021 in the slicer and so the prior year data is 2020.
I will also need to calculate the difference between the sum of the gross amounts by category and type for each row. I assume this will need to be a measure to be dynamic and change as the user changes the year selected in slicer. Finally, the "% change" column should also be calculated which is equal to "Difference between selected and prior year" / "Gross amount (prior year to selected year)"
Please let me know if any clarifications required.
Many thanks in advance!
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